United American Securities Inc. (d/b/a UAS Asset Management)
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), United American Securities Inc. (d/b/a UAS Asset Management) reported 15 stock positions worth $414.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 34.7% of the portfolio, followed by Amazon.com (AMZN, 19.2%) and Microsoft (MSFT, 12.2%). Compared with Q3 2024, it opened 5 new positions, sold out of 1, added to 4 and reduced 5. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Microsoft (MSFT, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001349353
- Portfolio Value
- $414.7M (Q4 2024)
- SEC Filing
- 0001349353-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 15 stocks · $414.7M
| BRK.B Berkshire Hathaway Inc. Class B | 34.71% | 317,569 | $143.9M | Add +2.1% |
| AMZN Amazon.com Inc. | 19.18% | 362,508 | $79.5M | Reduce -4.5% |
| MSFT Microsoft Corp. | 12.21% | 120,114 | $50.6M | Reduce -38.0% |
| COST Costco Wholesale Corp. | 8.33% | 37,721 | $34.6M | Add +0.5% |
| META Meta Platforms Inc. Class A | 5.81% | 41,137 | $24.1M | Reduce -9.5% |
| AAPL Apple Inc. | 5.57% | 92,201 | $23.1M | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 3.89% | 81,588 | $16.1M | Reduce -8.2% |
| GOOGL Alphabet Inc. Class A | 3.83% | 83,924 | $15.9M | New |
| CB Chubb Ltd. | 2.68% | 40,246 | $11.1M | Reduce -10.8% |
| UBER Uber Technologies Inc. | 1.20% | 82,163 | $5.0M | Add +1298.5% |
| TSLA Tesla Inc. | 0.98% | 10,021 | $4.0M | New |
| RKLB Rocket Lab USA Inc. | 0.75% | 122,640 | $3.1M | New |
| ASML ASML Holding NV-NY Reg SHS | 0.67% | 4,000 | $2.8M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 1 | $681K | No change |
| MANU Manchester United PLC Class A | 0.04% | 10,000 | $174K | New |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | New | 3.83% | +3.83 |
| UBER Uber Technologies Inc. | Add +1298.5% | 1.20% | +1.09 |
| TSLA Tesla Inc. | New | 0.98% | +0.98 |
| RKLB Rocket Lab USA Inc. | New | 0.75% | +0.75 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.67% | +0.67 |
| AAPL Apple Inc. | Add +0.6% | 5.57% | +0.38 |
| COST Costco Wholesale Corp. | Add +0.5% | 8.33% | +0.25 |
| MANU Manchester United PLC Class A | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.1% | 34.71% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $464.1M | BRK.B, AMZN, GOOGL, TSM, COST |
| Q1 2026 | 11 | $458.3M | BRK.B, AMZN, GOOGL, MSFT, META |
| Q4 2025 | 16 | $474.2M | BRK.B, AMZN, MSFT, GOOGL, COST |
| Q3 2025 | 14 | $472.6M | BRK.B, AMZN, MSFT, GOOGL, COST |
| Q2 2025 | 15 | $463.5M | BRK.B, AMZN, MSFT, COST, META |
| Q1 2025 | 11 | $415.7M | BRK.B, AMZN, MSFT, COST, META |
| Q4 2024 | 15 | $414.7M | BRK.B, AMZN, MSFT, COST, META |
| Q3 2024Amended | 11 | $411.8M | BRK.B, MSFT, AMZN, COST, META |
| Q2 2024 | 17 | $417.5M | BRK.B, MSFT, AMZN, COST, META |
| Q1 2024 | 15 | $374.1M | BRK.B, MSFT, AMZN, COST, AAPL |